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Institutional Investment Manager
Kopernik Global Investors, LLC
Kopernik Global Investors, LLC (CIK: 0001599814) incorporated in Delaware, located at 2502 N Rocky Point Drive, Tampa, FL. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q1)
Original 13F HR (0001599814-16-000010) filed in 2016.05.06
#
Name
Shares
Value ($)
%
Options
Notes
1 CAMECO CORP 6,235,678 80,066 14.86%
2 KINROSS GOLD CORP 16,197,603 55,072 10.22%
3 ROYAL GOLD INC 805,173 41,296 7.66%
4 BARRICK GOLD CORP 2,978,469 40,446 7.51%
5 SKYWEST INC 1,947,969 38,940 7.23%
6 Pandora Media Inc 4,056,568 36,307 6.74%
7 GOLDCORP INC NEW 1,616,892 26,242 4.87%
8 SILVER WHEATON CORP 1,498,105 24,838 4.61%
9 TURQUOISE HILL RES LTD 9,231,338 23,448 4.35%
10 YANDEX N V 1,500,072 22,981 4.27%
11 CONSOL ENERGY INC 1,903,573 21,493 3.99%
12 TSAKOS ENERGY NAVIGATION LTD 2,210,729 13,663 2.54%
13 NEW GOLD INC CDA 3,403,038 12,693 2.36%
14 SILVER STD RES INC 2,269,856 12,597 2.34%
15 KT CORP 912,157 12,240 2.27%
16 SOCIEDAD QUIMICA Y MINERA DE 449,235 9,232 1.71%
17 NOVAGOLD RES INC 1,824,187 9,194 1.71%
18 MARATHON OIL CORP 803,516 8,951 1.66%
19 DIANA SHIPPING INC 3,130,969 8,359 1.55%
20 KBR INC 488,472 7,562 1.40%
21 CLOUD PEAK ENERGY INC COM 3,571,320 6,963 1.29%
22 CENTRAIS ELETRICAS BRASILEIR SPON ADR PFD B 2,277,218 6,627 1.23%
23 NAM TAI PPTY INC SHS 769,843 4,728 0.88%
24 LAYNE CHRISTENSEN CO 486,166 3,495 0.65%
25 SAFE BULKERS INC 4,306,671 3,461 0.64%
26 PEABODY ENERGY ORD 1,098,320 2,545 0.47%
27 NORTHERN DYNASTY MINERALS LTD COM 6,591,473 2,110 0.39%
28 Market Vector Junior 61,214 1,705 0.32%
29 AUTOZONE INC 1,000 797 0.15% Put
30 STARBUCKS CORP 8,600 513 0.10% Put
31 HOME DEPOT INC 1,700 227 0.04% Put